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State of California

Tax Technician - Permanent Intermittent (PI)

State of California, Sacramento, California, United States, 95828


Do you like to problem solve and participate in collaborating on solutions for challenging circumstances? Do you want to make a meaningful impact to your community? If so, then we have the perfect opportunity at the Franchise Tax Board with plenty of career growth available!

The Accounts Receivable Management (ARM) Division manages delinquent Personal Income Tax (PIT) and Bank and Corporation Income Tax debts as well as Non-Tax Debts (NTD). Our collection approach is founded on the principle that we use the least intrusive action first to gain compliance. Our collection strategy is to encourage taxpayers to resolve their debts as quickly as possible through the method best suited for their situation to help them achieve long term compliance. In addition to income tax liabilities, we collect NTD owed to state and local governments when they are referred to us by statute.

The ARM Division provides excellent customer service to the public to help resolve their tax related issues. We are looking for a self-motivated individual who is responsible and enjoys mentoring and collaborating with others to join our team.

In your role, you will collect delinquent tax and NTD in a contact center environment. The incumbent will obtain and analyze relevant facts, make fair and impartial determinations, analyze, and interpret written and numerical data, recognize questions or situations outside of the area of responsibility or knowledge, and interpret, apply, and explain governmental, tax or nontax rules, regulations, and departmental procedures and policies.

In your customer service role, you will:Utilize the phone and computer to respond to taxpayer inquiries, pertaining to the collection and resolution of PIT, Business Entity (BE), and NTD accounts resulting from collection notices and actions.Navigate multiple computer software applications to review accounting issues.Assist dissatisfied taxpayers and handle challenging situations in a professional manner.Need to be able to work well under pressure, analyze documents thoroughly, explain applicable tax laws to taxpayers, and apply appropriate collection remedies to accounts.Need to demonstrate a high degree of initiative, prudence, analytical ability, verbal and written communication skills, and be independent in decision making.Consideration will be given to the applicant's preference and every effort will be made to match those requests. However, candidates may be placed into positions based ultimately on operational and business needs of the ARM Division.

Please Note: Anticipated start date for these positions will be April 1, 2025.

Positions are currently available in the following Bureaus:Statewide Collection

Additional positions may become available in the following Bureaus:Personal Income Tax (PIT) Billing Compliance and Collection

To learn more about the Tax Technician position and Franchise Tax Board, please join us at FTB's Career Expo- Come Grow With Us on Wednesday, November 6, 2024.

The Career Expo will provide an opportunity to learn more about why FTB is a great employer. There will be presentations on FTB and ARM's Tax Technician position as well as hands on assistance with creating a CalCareers Account/application process. There will also be opportunities to connect with FTB recruiters, business area representatives and the multitude of teams to become a part of when joining FTB (Mission & Values, Toastmasters, DEI Team, etc.).

Career Expo Details: When: November 6, 10 AM - 2 PM Where: FTB Central Office, 9646 Butterfield Way, Sacramento, CA 95827

Complete the Career Expo Registration Form to receive communications for this event and come prepared with your resume, state application, and transcripts if applicable. Drop-ins will also be allowed.

Appointment may become full-time.

Position(s) may be located in any of the following office locations:

Sacramento (central)

Additional positions may become available (RPA 2425-00976).

You will find additional information about the job in the Duty Statement .

Working Conditions

This position is eligible for remote-working within California based on departmental guidelines and operational need. Once in-person training is complete, Franchise Tax Board has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework.

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

TAX TECHNICIAN, FRANCHISE TAX BOARDAdditional Documents

Job Application Package ChecklistDuty Statement

Position Details

Job Code #:JC-455705

Position #(s):564-975-7505-XXX

Working Title:Tax Technician - Permanent Intermittent (PI)

Classification:TAX TECHNICIAN, FRANCHISE TAX BOARD $3,454.00 - $4,327.00 A$3,900.00 - $4,885.00 B

# of Positions:Multiple

Work Location:Sacramento County

Telework:Hybrid

Job Type:Permanent Intermittent - 1500 Hours

Department InformationOur mission is to help taxpayers file timely and accurate tax returns, and pay the correct amount to fund services important to Californians.

FTB fosters an environment of equity and inclusion for all and we welcome everyone to be part of our diverse workforce.

Department Website: http://www.ftb.ca.gov

Special Requirements

The position(s) require(s) a Background Investigation be cleared prior to being hired.

This business uses E-Verify in its hiring practices to achieve a lawful workforce. E-Verify is a web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. For more information about E-Verify, please go to www.dhs.gov/e-verify .

CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 172: All candidates for, appointees to, and employees in the state civil service shall possess the general qualifications of integrity, honesty, sobriety, dependability, industry, thoroughness, accuracy, good judgment, initiative, resourcefulness, courtesy, ability to work cooperatively with others, willingness and ability to assume the responsibilities and to conform to the conditions of work characteristic of the employment, and a state of health, consistent with the ability to perform the assigned duties of the class. Where the position requires the driving of an automobile, the employee must have a valid state driver's license, a good driving record and is expected to drive the car safely. The foregoing general qualifications shall be deemed to be a part of the personal characteristics of the minimum qualifications of each class specification and need not be specifically set forth therein.

**IMPORTANT NOTICE** As required by the department's rules of conduct, all employees of the Franchise Tax Board (FTB) must be in compliance with the California Revenue and Taxation Code. During the background investigation portion of the hiring process, FTB will review return information to verify California state income tax compliance. Any failure to comply with the California Revenue and Taxation Code may prevent you from being hired at FTB. You must verify your filing status by calling 1-800-852-5711 to resolve any potential tax compliance issues, prior to submitting your application and seeking employment with FTB. All applicants not currently employed with the Franchise Tax Board will be subject to a pre-employment background investigation. The investigation will consist of completion of a pre-employment questionnaire, fingerprinting, and an inquiry to the Department of Justice to disclose criminal records. We comply with the Americans with Disabilities Act. Persons with hearing or speech impairments, call TTY/TDD (800) 735-2929.

Application InstructionsCompleted applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.Final Filing Date: 11/18/2024Who May ApplyIndividuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply.

Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).

How To ApplyComplete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:

Address for Mailing Application Packages

You may submit your application and any applicable or required documents to:

Franchise Tax BoardFranchise Tax BoardAttn: Classification & Hiring Unit - ARM Hiring TeamP.O. Box 550

Sacramento , CA 95812-0550

Address for Drop-Off Application Packages

You may drop off your application and any applicable or required documents at:

Franchise Tax BoardFranchise Tax BoardFTB - Classification & Hiring Unit - ARM Hiring Team9646 Butterfield Way

Sacramento , CA 95827Drop off at Welcome Center in Main Lobby (may be non-operational on weekends and holidays)07:00 AM - 06:00 PM

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.Resume is required and must be included.Other - REQUIRED: If you are basing your eligibility on educational requirements, you MUST provide a legible copy of your transcripts as proof of meeting the education requirement as listed in the Classification Specification (please see the Class Specification located under "Minimum Requirements" on the left-hand side of this job posting). Applicants with foreign transcripts must provide a foreign transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be official or unofficial; please redact birthdates and social security numbers. If you are not basing your eligibility on an educational requirement, you may instead use the bypass option (when applying, select Choose/Upload for the required document and then select Bypass File).Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.

Desirable Qualifications

In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:We encourage you to apply regardless of whether you meet 100% of the skills below. Please highlight your knowledge, skills, and experience related to these desirable qualifications in your application package:

Knowledge and experience in Personal Income Tax (PIT) and/or Business Entity (BE) tax laws and procedures.Knowledge and proficiency in Microsoft Office (MS Teams, Outlook, Word, Excel).Excellent interpersonal and customer service skills.Ability to effectively deal face to face with the public and establish and maintain positive working relationships.Ability to handle changing priorities and work under pressure.Excellent communication skills, both verbal and written.Willingness to adjust work schedule to meet operational needs.Strong organizational and multi-tasking skills.Strong problem-solving and negotiating skills.Ability to effectively work independently and in a team environment.Knowledge of Taxpayer Information (TI), Business Entities Tax System (BETS), Accounts Receivable Collection System (ARCS), Taxpayer Folder (TPF), and Case Management (CM).Experience in collecting past due accounts.Join our team and make a difference in the financial well-being of California. Apply today!

BenefitsBenefit information can be found on the CalHR website and the CalPERS website.

In addition, Franchise Tax Board offers the following:

Convenient transportation and commuting options include : Light Rail stop, bicycle lockers, free parking, and carpool/vanpool opportunities.

Contact InformationThe Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.Department Website: http://www.ftb.ca.govHuman Resources Contact:Classification and Hiring(916) 845-3608

Hiring Unit Contact:ARM Hiring Team(916) 845-5119ftbarmhiringteam@ftb.ca.gov

Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.EEO Contact:EEO Office(916) 845-2860

California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

Additional Application Instructions

A complete application package must be received in the Classification & Hiring Unit or postmarked by the final filing date and must include:

Completed employment information on the STD. 678, including the "From" and "To" dates, "Hours Per Week," and "Duties Performed" fields for all jobs listed in the "Employment History" fields (resumes do not take the place of these fields on the STD. 678)All of the required documents listed in the "Required Application Package Documents" sectionThe position number and job control number in the job title line of the STD. 678, if submitting a paper application package (these numbers will auto-populate in the job title line of the STD. 678 if submitting an electronic application through your CalCareer Account )A signature, if submitting a paper application packageCandidates who do not follow all of the listed application instructions may be eliminated from the selection process. All submitted information will be screened and the most qualified candidates will be invited to an interview.

Electronic applications submitted through your CalCareer Account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail a completed and signed STD. 678 and application package to the mailing address provided above in the "Application Instructions" section.

Do not include full Social Security Number, method of eligibility, and LEAP information in your application package.

Examination InformationTo apply for the Tax Technician position(s) as a list candidate, you must first take the online Tax Technician, Franchise Tax Board examination.

Equal Opportunity EmployerThe State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.